Joanna Carr is a CFP® with 15 years of industry experience, currently serving as a financial advisor at Edward Jones since 2010. She holds a Series 66 credential and is based in New Bern, NC. Outside of her advisory role, she is the president of the New Bern Business Referral Group, where she organizes and runs weekly meetings. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate clients. The firm manages over $1 trillion in assets and offers a range of advisory programs, investment strategies, and affiliated financial services through a nationwide network of advisors and branch offices.

Heather Retzler is a financial advisor with Edward Jones in New Bern, NC, holding a Series 66 designation and five years of industry experience. She has been with Edward Jones since 2017. Outside of her advisory role, Retzler has worked at Publix Supermarkets since 2003 in customer service. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory strategies and affiliated investment products, operating under a fiduciary standard and maintaining a large nationwide network of advisors and offices.

Katherine Dougherty is a financial advisor at Edward Jones in New Bern, NC, holding a Series 66 designation. She has been with Edward Jones since 2026. Prior to her current role, she worked in real estate with Celebrate New Bern Homes for over a decade. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages over $1 trillion in assets and offers a range of investment advisory programs with both discretionary and non-discretionary strategies, supported by a large network of advisors and branch offices nationwide.